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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Balboa Wealth Partners

Quarter ended Q4 2023 · Filed October 23, 2023 · Accession 0001951757-23-000586

Total Value
$266.5M
Positions
280
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (280)

#IssuerTicker / CUSIPSharesValue% of Filing
1TESLA INCTSLA140,210$35.1M13.16%
2MICROSOFT CORPMSFT60,442$19.1M7.16%
3NVIDIA CORPORATIONNVDA41,256$17.9M6.73%
4APPLE INCAAPL85,581$14.7M5.50%
5AMAZON COM INCAMZN68,010$8.6M3.24%
6SPDR S&P 500 ETF TRSPY19,472$8.3M3.12%
7ADVANCED MICRO DEVICES INCAMD78,382$8.1M3.02%
8ALPHABET INCGOOG50,268$6.6M2.49%
9META PLATFORMS INCMETA15,521$4.7M1.75%
10SPDR S&P MIDCAP 400 ETF TRMDY9,475$4.3M1.62%
11INVESCO QQQ TRIVZ11,771$4.2M1.58%
12ADOBE INCADBE7,925$4.0M1.52%
13BERKSHIRE HATHAWAY INC DELBRK-A8,450$3.0M1.11%
14TAIWAN SEMICONDUCTOR MFG LTD87403910032,210$2.8M1.05%
15MASTERCARD INCORPORATEDMA7,017$2.8M1.04%
16INNOVATOR ETFS TRINHD88,198$2.8M1.04%
17COSTCO WHSL CORP NEW22160K1054,229$2.4M0.90%
18BOEING COBA-PA12,365$2.4M0.89%
19J P MORGAN EXCHANGE TRADED F46641Q33243,490$2.3M0.87%
20SELECT SECTOR SPDR TR81369Y50624,430$2.2M0.83%
21ASML HOLDING N VASMLF3,724$2.2M0.82%
22REGENERON PHARMACEUTICALSREGN2,498$2.1M0.77%
23ISHARES TR46428744021,172$1.9M0.73%
24ALPHABET INCGOOG14,149$1.9M0.69%
25VISA INCV8,027$1.8M0.69%
26SPDR GOLD TRGLD10,659$1.8M0.69%
27SELECT SECTOR SPDR TR81369Y80310,325$1.7M0.64%
28INTUITIVE SURGICAL INCISRG5,619$1.6M0.62%
29BROADCOM INCAVGO1,837$1.5M0.57%
30ALBEMARLE CORPALB-PA8,134$1.4M0.52%
31NETFLIX INCNFLX3,582$1.4M0.51%
32TEXAS INSTRS INC8825081048,497$1.4M0.51%
33SSGA ACTIVE TR78470P50751,076$1.3M0.47%
34CHEVRON CORP NEWCVX6,907$1.2M0.44%
35JPMORGAN CHASE & COVYLD7,494$1.1M0.41%
36ABBVIE INCABBV7,123$1.1M0.40%
37DISNEY WALT CO25468710612,939$1.0M0.39%
38SPDR DOW JONES INDL AVERAGE78467X1093,121$1.0M0.39%
39JOHNSON & JOHNSONJNJ6,684$1.0M0.39%
40SPDR SER TR78468R66311,274$1.0M0.39%
41HOME DEPOT INCHD3,412$1.0M0.39%
42SPDR INDEX SHS FDS78463X88933,225$1.0M0.39%
43SSGA ACTIVE TR78470P40824,634$1.0M0.38%
44MICRON TECHNOLOGY INCMU14,301$972,9040.37%
45EXXON MOBIL CORPXOM8,240$968,9130.36%
46SCHWAB STRATEGIC TR80852479713,610$963,0710.36%
47MILLER HOWARD HIGH INC EQTY60037910195,116$943,5510.35%
48AT&T INCT-PC62,778$942,9210.35%
49CAMECO CORPCCJ23,761$941,8730.35%
50SOUTHERN COPPER CORPSCCO12,505$941,5050.35%
51VANGUARD INDEX FDS9229083632,386$937,0500.35%
52STERLING INFRASTRUCTURE INCSTRL12,411$911,9600.34%
53BP PLCBPPFF22,934$888,0050.33%
54FIRST TR EXCHANGE-TRADED FD33739Q40814,898$885,2390.33%
55SCHWAB CHARLES CORPSCHW-PJ15,699$861,8690.32%
56J P MORGAN EXCHANGE TRADED F46641Q83716,924$849,2460.32%
57MARVELL TECHNOLOGY INCMRVL14,911$807,1410.30%
58ULTA BEAUTY INCULTA2,015$804,8920.30%
59DIMENSIONAL ETF TRUST25434V72423,481$798,8240.30%
60LITHIUM AMERS CORP NEWLTUM44,673$759,8880.29%
61VERIZON COMMUNICATIONS INCVZ23,380$757,7600.28%
62AFFIRM HLDGS INCAFRM35,188$748,4490.28%
63VANGUARD WHITEHALL FDS9219464067,219$745,8910.28%
64ARES CAPITAL CORPARCC38,055$740,9400.28%
65VANGUARD BD INDEX FDS92193783510,492$732,1540.27%
66SPDR INDEX SHS FDS78463X50921,556$723,6350.27%
67SELECT SECTOR SPDR TR81369Y60521,659$718,4230.27%
68CHENIERE ENERGY INCLNG4,324$717,5590.27%
69QUALCOMM INCQCOM6,383$708,9100.27%
70PROCTER AND GAMBLE CO7427181094,729$689,7270.26%
71MCDONALDS CORPMCD2,568$676,4860.25%
72RTX CORPORATIONRTX9,387$675,6050.25%
73AMERICAN CENTY ETF TR0250728778,544$665,9730.25%
74ELI LILLY & COLLY1,216$653,1270.25%
75ALIBABA GROUP HLDG LTDBBAAY7,419$643,5240.24%
76ISHARES TR46428868721,103$636,2540.24%
77VANGUARD SCOTTSDALE FDS92206C10210,929$629,5210.24%
78ABBOTT LABSABLZF6,464$626,0000.23%
79ISHARES TR4642876553,507$619,8270.23%
80SOUTHERN MO BANCORP INCSOMN15,930$616,3320.23%
81DRAFTKINGS INC NEWDKNG20,792$612,1160.23%
82SELECT SECTOR SPDR TR81369Y2094,709$606,2080.23%
83SOUTHERN COSOMN9,335$604,1380.23%
84SPDR SER TR78468R85316,307$601,7400.23%
85MSCI INCMSCI1,168$599,3000.22%
86PFIZER INCPFE17,180$569,8550.21%
87ATKORE INCATKR3,752$559,7610.21%
88SPDR SER TR78464A8707,645$558,2380.21%
89UNITEDHEALTH GROUP INCUNH1,096$552,6430.21%
90ISHARES TR4642874083,579$550,5290.21%
91ISHARES TR4642873097,817$534,8530.20%
92NEXTERA ENERGY INCNEE-PW9,326$534,2800.20%
93ISHARES TR4642872001,231$528,5790.20%
94SELECT SECTOR SPDR TR81369Y4073,282$528,3740.20%
95GALLAGHER ARTHUR J & CO3635761092,297$523,5550.20%
96GLOBAL X FDS37954Y65727,662$520,3220.20%
97SPDR SER TR78468R60622,977$515,1440.19%
98ISHARES TR4642876067,126$514,7820.19%
99UNIVERSAL DISPLAY CORPOLED3,225$506,2920.19%
100ONEOK INC NEWOKE7,979$506,1080.19%
101GABELLI UTIL TR36240A10194,865$502,7850.19%
102DIMENSIONAL ETF TRUST25434V60910,949$500,2600.19%
103SPDR SER TR78468R6225,413$489,3350.18%
104ISHARES TR4642874657,086$488,3670.18%
105SIMPSON MFG INC8290731053,217$481,9390.18%
106S&P GLOBAL INCSPGI1,310$478,8450.18%
107VOLATILITY SHS TR92864M20223,773$475,2220.18%
108MAIN STR CAP CORP56035L10411,428$464,3200.17%
109ISHARES TR46434V8609,078$460,6180.17%
110CARNIVAL CORPCUKPF33,205$455,5730.17%
111ISHARES TR46434V6219,068$449,1600.17%
112SCHWAB STRATEGIC TR8085246499,000$446,1750.17%
113SELECT SECTOR SPDR TR81369Y3086,291$432,8880.16%
114DIMENSIONAL ETF TRUST25434V70816,388$429,3660.16%
115LOCKHEED MARTIN CORPLMT1,039$424,8630.16%
116SHOCKWAVE MED INC82489T1042,127$423,4860.16%
117SPDR SER TR78464A6313,627$406,5870.15%
118PEPSICO INCPEP2,380$403,2270.15%
119INTEL CORPINTC11,187$397,7010.15%
120MERCK & CO INCMRK3,807$391,9290.15%
121VANGUARD WHITEHALL FDS9219468856,545$387,2020.15%
122INNOVATOR ETFS TRINHD16,828$378,7980.14%
123ISHARES TR46435U71310,259$375,3650.14%
124SPDR SER TR78468R86120,523$371,0560.14%
125PALO ALTO NETWORKS INCPANW1,580$370,4150.14%
126REALTY INCOME CORPO7,300$364,5620.14%
127PEABODY ENERGY CORPBTU13,949$362,5350.14%
128APPLIED MATLS INC0382221052,599$359,8440.14%
129GOLDMAN SACHS GROUP INCGSCE1,108$358,4990.13%
130THE TRADE DESK INC88339J1054,510$352,4570.13%
131CHESAPEAKE ENERGY CORPEXE4,001$344,9830.13%
132STRATEGY SHSSTRD17,990$343,7860.13%
133FEDERAL AGRIC MTG CORP3131483062,200$339,4600.13%
134ARCH RESOURCES INC03940R1071,980$337,8540.13%
135CONOCOPHILLIPSCOP2,817$337,4770.13%
136VENTAS INCVTR7,995$336,8290.13%
137UNITED PARCEL SERVICE INCUPS2,161$336,8010.13%
138SSGA ACTIVE ETF TR78467V6087,953$333,4700.13%
139FORD MTR CO DEL34537086026,742$332,1380.12%
140SELECT SECTOR SPDR TR81369Y1004,167$327,2840.12%
141SELECT SECTOR SPDR TR81369Y7043,223$326,7900.12%
142EATON CORP PLCETN1,526$325,4650.12%
143AERCAP HOLDINGS NVAER5,150$322,7510.12%
144NEW YORK CMNTY BANCORP INC64944510328,372$321,7380.12%
145BUILDERS FIRSTSOURCE INCBLDR2,516$313,2170.12%
146INVESCO EXCHANGE TRADED FD TIVZ9,200$312,4320.12%
147WALMART INCWMT1,943$310,7640.12%
148J P MORGAN EXCHANGE TRADED F46654Q2036,552$307,4900.12%
149SPDR SER TR78464A64912,592$306,4890.12%
150BANK AMERICA CORP06050510411,143$305,0950.11%
151MOODYS CORPMCO960$303,4280.11%
152ISHARES INC4642862106,536$301,3140.11%
153SIRIUS XM HOLDINGS INCSIRI66,328$299,8030.11%
154BROOKFIELD ASSET MANAGMT LTD1130041058,975$299,2270.11%
155VERISK ANALYTICS INCVRSK1,253$295,8990.11%
156SUPER MICRO COMPUTER INCSMCI1,076$295,0610.11%
157AMERICAN CENTY ETF TR0250728025,093$294,6280.11%
158CONSTELLATION ENERGY CORPCEG2,700$294,5160.11%
159AMBARELLA INCAMBA5,545$294,0510.11%
160EMERSON ELEC COEMR3,037$293,2850.11%
161DELTA AIR LINES INC DELDAL7,885$291,7290.11%
162INTERNATIONAL BUSINESS MACHSINTR2,062$289,2990.11%
163GILEAD SCIENCES INCGILD3,847$288,2880.11%
164BAKER HUGHES COMPANYBKR8,100$286,0920.11%
165ARISTA NETWORKS INCANET1,554$285,8270.11%
166WELLTOWER INCWELL3,475$284,6720.11%
167VANGUARD INDEX FDS9229087511,500$283,6050.11%
168HUNTINGTON BANCSHARES INCHBANP27,175$282,6200.11%
169EQUITRANS MIDSTREAM CORP29460010130,137$282,3840.11%
170MOSAIC CO NEWMOS7,932$282,3700.11%
171SPDR SER TR78464A39114,031$278,2350.10%
172SERVICENOW INCNOW489$273,3310.10%
173LAM RESEARCH CORPLRCX433$271,3910.10%
174XPO INCXPO3,592$268,1790.10%
175ILLINOIS TOOL WKS INC4523081091,156$266,2930.10%
176AMERICAN CENTY ETF TR0250723726,009$261,0150.10%
177SCHLUMBERGER LTDSLB4,465$260,2990.10%
178THERMO FISHER SCIENTIFIC INCTMO512$259,2150.10%
179MCKESSON CORPMCK592$257,5930.10%
180COCA COLA COKO4,569$255,7600.10%
181AMGEN INCAMGN946$254,2470.10%
182SPDR SER TR78464A1519,329$253,0960.09%
183INNOVATOR ETFS TRINHD8,878$251,2470.09%
184SOTERA HEALTH COSHC16,697$250,1210.09%
185VANGUARD WORLD FDS92204A8761,935$246,8170.09%
186SALESFORCE INCCRM1,207$244,7550.09%
187SCHWAB STRATEGIC TR8085242014,751$240,4070.09%
188VANGUARD INDEX FDS9229086291,145$238,4350.09%
189DUKE ENERGY CORP NEWDUKB2,697$238,0450.09%
190SPDR SER TR78464A8475,372$235,2400.09%
191PALANTIR TECHNOLOGIES INCPLTR14,697$235,1520.09%
192SCHWAB STRATEGIC TR8085246729,939$228,5970.09%
193PHILIP MORRIS INTL INC7181721092,465$228,1960.09%
194ACTIVISION BLIZZARD INC00507V1092,377$222,5700.08%
195THE CIGNA GROUP125523100759$217,0410.08%
196VANGUARD SCOTTSDALE FDS92206C4092,878$216,3090.08%
197GLOBAL X FDS37954Y8553,891$214,6470.08%
198DEERE & CODE565$213,1880.08%
199ON SEMICONDUCTOR CORPON2,283$212,2050.08%
200STARBUCKS CORPSBUX2,321$211,8620.08%
201VANECK ETF TRUST92189H3008,871$211,7600.08%
202NORTHROP GRUMMAN CORPNOC480$211,3770.08%
203CVS HEALTH CORPCVS3,002$209,5690.08%
204NOVO-NORDISK A SNONOF2,293$208,5270.08%
205ALTRIA GROUP INCMO4,921$206,9300.08%
206INVESCO EXCH TRADED FD TR IIIVZ3,513$206,5290.08%
207DARLING INGREDIENTS INCDAR3,924$204,8330.08%
208VANGUARD TAX-MANAGED FDS9219438584,684$204,7840.08%
209SOFI TECHNOLOGIES INCSOFI25,561$204,2320.08%
210ROBLOX CORPRBLX7,050$204,1680.08%
211ISHARES TR464287507814$202,9660.08%
212INVESCO EXCH TRADED FD TR IIIVZ2,562$200,1950.08%
213SENTINELONE INCS11,825$199,3700.07%
214PEAKSTONE REALTY TRUSTPKST11,665$194,1060.07%
215RITHM CAPITAL CORPRITM-PF15,547$144,4350.05%
216LOOP INDS INC54351810437,696$134,5750.05%
217NU HLDGS LTDNU15,717$113,9480.04%
218NUVEEN ARIZONA QLTY MUN INCNU11,525$110,9860.04%
219BLACKROCK CORPOR HI YLD FD IBLK12,631$109,0060.04%
220GOLDEN OCEAN GROUP LTDNVGLF13,324$104,9900.04%
221GINKGO BIOWORKS HOLDINGS INCDNABW47,039$85,1410.03%
222GLOBAL SELF STORAGE INCSELF16,259$79,0190.03%
223PIONEER NAT RES CO723787AP227,000$66,3480.02%
224MEDICAL PPTYS TRUST INC58463J30410,733$58,4960.02%
225HELIX ENERGY SOLUTIONS GRP I42330PAK333,000$57,6040.02%
226EQT CORPEQT19,000$52,7450.02%
227PALO ALTO NETWORKS INCPANW21,000$49,5910.02%
228NICE LTDNCSYF53,000$47,9650.02%
229BIOMARIN PHARMACEUTICAL INCBMRN47,000$45,9230.02%
230INVESCO SR INCOME TRIVZ10,500$41,1600.02%
231NRG ENERGY INCNRG37,000$39,0290.01%
232PATRICK INDS INC703343AG840,000$37,7340.01%
233ZSCALER INCZS31,000$37,5330.01%
234FORD MTR CO DEL345370CZ138,000$37,4780.01%
235DROPBOX INCDBX38,000$36,0160.01%
236DEXCOM INCDXCM37,000$34,7530.01%
237HAEMONETICS CORP MASSHAE40,000$34,4700.01%
238MICROCHIP TECHNOLOGY INC.MCHPP33,000$34,4040.01%
239VAIL RESORTS INCMTN39,000$34,0900.01%
240POST HLDGS INCPOST33,000$32,5400.01%
241CHEESECAKE FACTORY INCCAKE39,000$32,5290.01%
242ZILLOW GROUP INCZ31,000$31,8920.01%
243MGP INGREDIENTS INC NEWMGPI26,000$31,5540.01%
244CONMED CORPCNMD33,000$31,3590.01%
245INTEGRA LIFESCIENCES HLDGS CIART34,000$31,0540.01%
246HALOZYME THERAPEUTICS INCHALO33,000$30,9820.01%
247SOUTHWEST AIRLS CO844741BG231,000$30,9750.01%
248WESTERN DIGITAL CORP.WDC31,000$30,5030.01%
249DATADOG INCDDOG26,000$30,4510.01%
250CABLE ONE INCCABO40,000$30,1150.01%
251ARRAY TECHNOLOGIES INCARRY26,000$29,7460.01%
252SHIFT4 PMTS INC82452JAB530,000$29,6010.01%
253NUVASIVE INCNU32,000$29,5070.01%
254NCL CORP LTD62886HAX925,000$29,1230.01%
255ENPHASE ENERGY INCENPH33,000$28,8010.01%
256LUMENTUM HLDGS INCLITE34,000$28,7870.01%
257PEBBLEBROOK HOTEL TRPEB-PH33,000$27,3440.01%
258AKAMAI TECHNOLOGIES INCAKAM23,000$27,2910.01%
259WOLFSPEED INCWOLF40,000$27,0960.01%
260TELADOC HEALTH INCTDOC33,000$26,2150.01%
261BURLINGTON STORES INCBURL26,000$25,3010.01%
262CANOPY GROWTH CORPCGC30,915$24,2000.01%
263WESTERN ASSET MORTGAGE CAPIT95790DAD725,000$24,1100.01%
264EXACT SCIENCES CORP30063PAC927,000$23,3440.01%
265LIBERTY MEDIA CORP DELFWONB21,000$22,9170.01%
266TASEKO MINES LTDTGB17,739$22,5290.01%
267ETSY INCETSY20,000$20,4500.01%
268SPLUNK INC848637AD619,000$20,3430.01%
269MFA FINL INC55272XAA020,000$19,6160.01%
270BLOCK INCBSQKZ19,000$17,6690.01%
271SPIRIT AIRLS INC848577AB821,000$17,6410.01%
272IMMUNIC INCIMUX12,000$17,6400.01%
273IONIS PHARMACEUTICALS INCIONS18,000$17,6120.01%
274OMEROS CORPOMER15,000$14,8310.01%
275VIAVI SOLUTIONS INCVIAV15,000$14,7220.01%
276ONCTERNAL THERAPEUTICS INC68236P10747,500$14,2500.01%
277AQUA METALS INCAQMS12,200$13,7860.01%
278EVERBRIDGE INCEVEX-WT13,000$12,2010.00%
279CYBIN INCHELP17,108$9,0910.00%
280INSEEGO CORPINSG20,000$8,3710.00%